Depending on your company's policy, you might encounter different warnings when creating expenses. These serve to inform you, your approver/controller/finance.
If necessary, additional steps need to be taken to resolve the warning.
Real-time policy warning
Rydoo offers real-time rule warnings to make sure users fill in the correct information before submitting their expenses.
Real-time rule warnings on web
Real-time rule warnings on mobile
Policy flag
If an expense does not comply with company policy or is a duplicate, it will be highlighted with a flag icon. Depending on the type of message, it will display:
- A red out of policy icon
- A yellow warning icon
- A blue info icon
After opening the expense, you can see which rule is being opposed.
Submission of out-of-policy expenses
Depending on your company’s configuration, out-of-policy expenses can behave in two ways:
Warning only → You can still submit the expense
Blocked → You must correct the expense before submitting
If submission is blocked, a message will indicate what needs to be fixed.
Info icon
Next to the policy flags above, a blue info icon can have several other meanings as well. When you hover over it with your cursor, you can see what the cause is. They are there to catch the attention of the approvers, as one of the following things could apply:
The information read out by the OCR has been changed (or the mileage in mileage expenses).
The expense has been flagged as a possible duplicate due to a similar expense on that day
Attendees have been tagged in the expense
The expense has been rejected in the past
Some of the expense fields have been edited (amount, exchange rate, etc).